Varshan Subaskaran

• Working under an FCA-regulated Appointed Representative (AR) firm, receiving direct supervision from a qualified mortgage advisor and our Business Assurance Manager to ensure high standards of compliance and client service.
• Implemented knowledge from CeMAP Level 1 to analyze clients' fiscal situations for mortgage assessments.
• Analyzed needs of first-time buyers and buy-to-let investors.
• Engaged in professional development events with Mortgage Intelligence and liaised with lenders and building societies to understand mortgage, life insurance, and income protection products—developing the ability to source lenders tailored to client criteria.
• Developed a clear understanding of the mortgage application process, regulatory considerations, and the importance of tailored financial advice.
• Observed the delivery of tailored advice to first-time buyers, including affordability assessments and product selection.
• Prepared and assisted with detailed mortgage applications to be reviewed by the advisor.
• Processed HMRC tax invoices, payrolls, managed account receivables and payables, and financial operations of the business.

Product and Engineering.

• Conducted comprehensive budgeting, trend analysis, and forecasting operations, facilitating effective financial planning and informed decision-making.
• Used Microsoft Excel, PowerBI, and Cascade to identify budget variances, leading to a 5% improvement in financial accuracy.
• Led IRIS Salary and Benefits Analysis for each product, investigating variances and cost discrepancies.
• Facilitated Workforce Planning (WFP) sessions with SLTs and stakeholders to track IRIS headcount domestically and internationally, monitor equipment tracking costs, and ensure ARR listing accuracy.
• Compiled and produced month-end financial journals, covering accruals, balance sheet reconciliation, and staff recharges across the US, India, and Bulgaria.
• Conducted AML (Anti-Money Laundering) compliance research, enhancing knowledge of ethical standards and regulatory frameworks relevant to financial planning.
• Utilized advanced Excel functions and BI tools to streamline data analysis and reporting processes.

• Provided strategic advice on growth, sales increase, and networking expansion domestically and internationally.
• Generated analytics reports on investment deals for Jengas' stakeholders, indicating value and opportunities for potential investors such as Family Offices, Pension Funds, and University Endowments.
• Conducted research into trends for informed decision-making on improving brand campaigns, as well as implementations such as domestic and global strategies, to rival other asset management firms.